Alydar Partners’s Lam Research LRCX Stock Holding History

Alydar Partners’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-900,000	Closed	-$3.99M	–	123
2013 Q2	$3.99M	Buy	+900,000	New	+$4.07M	0.22%	76

Other funds holding LRCX

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Alydar Partners's LRCX Position: Q3 2013 in Review

Alydar Partners sold out of Lam Research (LRCX) in Q3 2013, closing a stake of 900,000 shares — an estimated $3.99M sold.

Alydar Partners first reported a position in LRCX in Q2 2013 and held it in 1 quarter. The position peaked at $3.99M in Q2 2013. 408 funds tracked by Wall St. Rank hold LRCX as of Q3 2013.

Alydar Partners reported no remaining Lam Research position as of Q3 2013 after selling out during the quarter.
Alydar Partners sold 900,000 Lam Research shares in Q3 2013, an estimated $3.99M.
Alydar Partners first reported a position in Lam Research in Q2 2013 and held it in 1 quarter.
Alydar Partners's Lam Research position peaked at $3.99M in Q2 2013.
408 funds tracked by Wall St. Rank held Lam Research as of Q3 2013.

Based on Alydar Partners's 13F filing for Q3 2013, filed 14 Nov 2013.